Pre-, During and Post-Liquidity: What You Need to Know

Jim is a veteran banker who recently joined SunTrust as market president of Commercial Banking in Northern Ohio. His primary responsibility in this expansion market is to develop a team and establish new relationships in the middle-market segment. Prior to joining the company, Jim was a managing director and regional president for JPMorgan Chase Bank. A native of Northeast Ohio, Jim was with Key Bank for 20 years and served in a variety of leadership positions in commercial and business banking, as well as wealth management.

Ray is the founding CEO of JumpStart Inc. a nonprofit venture development organization that has gained a national best-in-class reputation for its innovative economic development models and its ability to leverage its experience and expertise across the U.S. JumpStart’s work focuses on assisting community leaders to maximize the job and wealth-creating economic impact of local startup and high-growth small companies.

Stephen has a 30-year career in founding, investing in and building information technology companies. He is recognized for his leadership in data mining, analytics and business intelligence related ventures. Stephen was founder, lead investor and served as chairman of the board and CEO of Explorys. Formed in partnership with Cleveland Clinic, Explorys addresses the national imperative to leverage electronic medical records for the improvement of health care.

David serves as a managing director for the Business Transition Advisory Group at SunTrust. He works closely with business owners and families on a variety of strategic business issues related to preparing to transition business ownership. David integrates holistic solutions to address business and family concerns. Prior to his current role, David served as head of Pre-Sale Planning for GenSpring Family Offices, a subsidiary of SunTrust Bank.